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Avg position size
—
of holders' portfolios
13F filers
0
institutions
52-week range
$36.10 – $103.28
40% from low
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ADRC
P/S (TTM)
5.3
EV / FCF (TTM)
60.4
INFINEON TECHS AG S/ADR
No one on the platform currently holds IFNNY.
No tracked institution reports a position in IFNNY as of their last filing.
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-02-23 | $0.4124 | 2026-03-03 |
| 2025-02-24 | $0.3672 | 2025-03-03 |
| 2024-02-26 | $0.3787 | 2024-03-06 |
No one on the platform has traded IFNNY yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 4.8% | 9.6% | 10.5% | — | — | — |
| Rev. Growth % | -2.0% | 11.3% | ||||
| Profit Margin % | 6.9% | 12.2% | 11.3% | |||
| Free Cash Flow Margin % | 7.7% | 8.0% | 7.1% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +20.2% on the P/E track.
At today's price, your expected annual return is +26.8% on the P/E track.
At today's price, your expected annual return is +32.3% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $16.5B | +14.0% | $1.76 | $1.72–$1.83 | 35.8× | 4 |
| 2027 | $20.0B | +21.1% | $2.84 | $2.72–$3.04 | 22.2× | 4 |
| 2028 | $23.3B | +16.3% | $3.80 | $3.63–$3.94 | 16.6× | 2 |
| 2029 | $26.0B | +11.5% | $4.62 | $4.42–$4.79 | 13.7× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 6 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-05 | $0.48 | $0.51 | +6.3% |
| 2026-05-06 | $0.41 | $0.40 | -2.4% |
| 2026-02-04 | $0.36 | $0.41 | +13.9% |
| 2025-11-12 | $0.49 | $0.43 | -12.2% |
| 2025-08-05 | $0.36 | $0.42 | +16.7% |
| 2025-05-08 | $0.35 | $0.36 | +2.9% |
| 2025-02-04 | $0.25 | $0.35 | +40.0% |
| 2024-11-12 | $0.51 |
| $0.54 |
| +5.9% |
| $14.4B |
| — |
| MCHPMicrochip Technology Incorporated | $71.13 | -0.49% | $38.6B | — |
| MTSIMACOM Technology Solutions Holdings, Inc. | $240.91 | +0.54% | $18.4B | — |
Source: Financial Modeling Prep · peers by sector/industry
No recent Form 4 filings on EDGAR — either no insider transactions reported recently or this isn't a SEC-registered issuer.
$IFNNY dpa-AFX Analyser 05/08/2026 09:30 a.m. JEFFERIES upgrades INFINEON TECHNOLOGIES AG to 'Buy' NEW YORK (dpa-AFX Analyser) - The Jefferies research firm has maintained its "Buy" rating for Infineon following the release of the company's third-quarter results, with a price target of €96. Profitability was slightly below consensus, wrote Janardan Menon in his initial assessment on Wednesday. The chip manufacturer's revenue forecast for the current fourth fiscal quarter is two percent above the average market expectation. /rob/bek/ag
View on StockTwits ↗$IFNNY JPMorgan upgrades Infineon Technologies AG to 'Overweight' NEW YORK (dpa-AFX Analyser) - US bank JPMorgan has maintained its "Overweight" rating for Infineon following the release of its third-quarter results, with a price target of €96. Sandeep Deshpande suggested in his initial assessment on Wednesday that the results and outlook could be disappointing. However, he noted that the highlight of the quarterly report was the long-term supply agreements with customers related to artificial intelligence. This could provide the chip manufacturer with planning certainty for years to come, also with regard to production capacity. /rob/bek/ag
View on StockTwits ↗
$TXN delivered a stronger report than the market reaction suggests. Texas Instruments doubled data center sales YoY and expanded gross margins by 330 bps QoQ. Free cash flow also improved significantly as CapEx was reduced after years of investing ahead of demand to build capacity. The key takeaway: power semiconductors are becoming a critical part of the AI infrastructure buildout. As more AI data centers come online, demand for efficient power management, analog chips, and industrial semiconductors should continue growing. Beyond $TXN, companies positioned in power semis could benefit from this long-term trend: $IFNNY $ON $STM $ADI While investors remain focused on GPUs and AI software, the power layer supporting data centers may become one of the biggest beneficiaries of the AI expansion. Watch revenue growth, margins, and AI infrastructure exposure. The power semiconductor opportunity may still be underappreciated.
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$IFNNY https://www.handelsblatt.com/technik/it-internet/technologie-infineon-erhoeht-die-preise-und-warnt-vor-lieferengpass/100238277.html
View on StockTwits ↗
One of 𝕏 favorite analysts just highlighted a key macro shift: semiconductor pricing is rising almost across the entire stack as AI demand keeps tightening supply. $IFNNY Infineon is raising prices by 10–25%. $TXN Texas Instruments is rolling out another round of increases on PMICs and MOSFETs starting July 1. $STM STMicro is also pushing a second wave of price hikes across selected products. On top of that, AI-driven MLCC pricing has surged 3–10x, and Samsung reportedly flagged a 20% Q3 DRAM increase. If DRAM continues trending up, names like $MU Micron could see further upside pressure on pricing power. This is no longer just demand hype, it’s real pricing expansion across the chain. To my subscribers and future subscribers: When the next bull run starts, this is the type of portfolio performance we are working to build again. Are you going to miss out again?
View on StockTwits ↗
$IFNNY [ANALYSIS FLASH: Bernstein raises target for Infineon to 102 euros - ‘Outperform’] NEW YORK (dpa-AFX) - US research firm Bernstein Research has raised its price target for Infineon from 74 to 102 euros and kept its rating at “Outperform.” The renaissance of the market for central processing units (CPUs) is emerging as a second driver of demand in the power semiconductors sector, alongside graphics and image-processing chips (GPUs), wrote David Dai in his latest assessment. Infineon in particular should benefit from this, but also Japanese industry peer Renesas. For both companies, the topic of artificial intelligence (AI) is becoming more important than investors had previously perceived. /rob/gl/ag
View on StockTwits ↗
$IFNNY Large-cap power semiconductor name (~$123B) showing a constructive structure with a bull flag forming above a rising 21D EMA. Volume expansion on up-moves suggests accumulation rather than distribution. On the higher timeframe, price is attempting to break out of a long multi-decade base, which makes the zoomed-out structure more interesting than the short-term consolidation alone. Key confirmation still needed: sustained breakout above flag resistance with follow-through volume. OTC liquidity note aside, the setup is technically strong if momentum continues.
View on StockTwits ↗
$NVTS this is what you bought into. company will stay unprofitable until at least 2028 if not 2029. and don't expect they will reach 500M before 2032 at least and they most likely never see 1B of revenue ever. 2026 40M 2027 74M 2028 131M 2029 210M This should put significant pressure on the stock price. they are going to have to fight an survive against giants like $IFNNY ,$ON $STM
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$IFNNY Not the best Signal to the retail https://www.finanzen.ch/nachrichten/aktien/eqs-dd-infineon-technologies-ag-andreas-urschitz-verkauf-1036252838
View on StockTwits ↗@discussionbo7 look at my previous posts from yesterday all explained GaN is nothing revolutionary and new it's already on the market $ON $TXN $STM $IFNNY and many more.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.